Frequently Asked Questions

A: You must have a net worth of $5MM or greater with strong cash flow and good credit.

Q: Is there a specific age requirement?

A: No, we even have a platform for uninsurable clients that have potential estate tax needs.

Q: How exactly does it work?

A: The power of leverage is a concept we are already comfortable with. Most of us have used borrowed funds to grow our businesses or purchase our homes. We apply this aspect of leverage to a different asset class: life insurance. Our premium finance platform allows our clients to maximize their life insurance portfolio while minimizing out of pocket expenses, through using a bank’s money.